The financial Swiss army knife.

SARA STILES, MS, CFP®

FINANCIAL PLANNER

RETIREMENT PLAN CONSULTANT

Sara earned her Bachelor's Degree in Corporate Finance & Management from Park University in 2011, and her Master's degree in Personal Financial Planning from Kansas State University in 2014. She is a CERTIFIED FINANCIAL PLANNER™ and member of the American Institute of Certified Public Accountants (AICPA).

 

Since 2003 Sara has gained hands-on experience in various areas such as banking, treasury management, private wealth, trust administration, intermediary investments consulting and corporate retirement plans consulting.  Prior to forming Rise Sara traveled across the Midwest working closely with retirement plan advisors on large corporate retirement plans, and educating generalist financial advisors  on how to introduce and manage retirement plans for their clients. 

 

Her well-rounded background has given her unique insight into both the personal and corporate financial planning challenges of small and middle-market business owners. Sara formed Rise out of a desire to give closely-held business owners the advice they deserve, and to bring cohesiveness to their personal and business financial lives.

The tax & financial analysis gurus.

AMY GOODE, MBA, CPA

BUSINESS CONSULTANT

Amy earned her Bachelor’s Degree in Accounting from Kansas State University in 1990 and earned a Master’s Degree in Management from Rockhurst College in 1995.

 

She began her practice of public accounting with KPMG, providing audit and tax services to clients in various industries. She has worked in various management roles for Fortune 500 companies and developed comprehensive business process improvement tools including activity based costing and balance scorecard metrics.  In addition to her partnership with Rise, Amy is a Managing Partner for Meridian Business Services, a NetSuite solutions provider. She takes pride in assisting small business owners in operations, sales, and tax strategies.

She has served on the board of the Kansas Society of CPAs and has served as an instructor in a variety of capacities. Amy is a member of the American Institute of Certified Public Accountants (AICPA), the Missouri Society of Certified Public Accountants (MSCPA), and the Kansas Society of Certified Public Accountants (KSCPA).

ERIC ALLEE, MTAX, CPA

TAX CONSULTANT

Eric earned his Bachelors of Science in Accounting from the University of Missouri-Kansas City in 1994 and his Masters of Science in Accounting and Taxation in 2001. He has held is CPA designation since 2002. 

From 1996-2002 he served as Director of Finance for a national construction materials supplier. Starting in 2003 his focus has been on small business taxation and tax minimization strategies for closely-held business owners.   

 

Eric ran his own successful CPA practice for nine years and ran a popular wine bar in Eastern Jackson County for five years.  As an entrepreneur himself, he enjoys taking a proactive, consultative and strategic approach when serving his clients. 

Have a question for us?

SCHEDULING

Please contact us for in-person meetings. To schedule a phone consultation with one of our experts, please select a link below: 

CONTACT

9300 W 110th Street

Building 55 Ste 620

Overland Park, KS 66210

PH | 816.969.9234

 

1308 NE Windsor Dr.

Lee's Summit, MO 64086

PH | 816.888.8850

 

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